Tracy Gran Email & Phone Number
Bloom Financial Services, Financial Representative, Principal Securities Registered Representative @ Principal Financial Group
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Tracy Gran Location
- Sioux Falls, SD, US
Tracy Gran Work
- 2022 -now Bloom Financial Services, Financial Representative, Principal Securities Registered Representative @
- 2013 -2022 Financial Services Professional @ NYLIFE Securities LLC
- 2012 -2022 Agent @ New York Life Insurance Company
- 2007 -2014 Member @ BPW
- 2008 -2012 Director @ Consumer Credit Counseling Services of Lutheran Social Services
- 1998 -2008 Client Services Manager and Operations Manager @ Consumer Credit Counseling Services of Lutheran Social Services
- 1995 -1998 Store Manager and Merchandise Manager @ Fabri-Centers of America, Inc (Jo-Ann Fabrics)
- 1994 -1995 Collections Adjuster @ First Bankcard Center of Omaha
- 1994 -1994 Store Manager @ Retail Holdings Group Inc
Tracy Gran Education
- Mount Marty College
Bachelor of Arts (Business Administration; Management)
1990-1994
Tracy Gran Skills
- 401k Rollovers
- Retirement Planning
- Customer Service
- Lifetime Income Strategies
- Management
- Life Insurance
- Training
- Annuity Sales
- Investments
- Budgets
- Estate Planning
- Legacy Planning
- Sales
- Wealth Preservation Planning
- Asset Protection
- Insurance
- Life Insurance Strategies
- Permanent Life Insurance
- Term Life Insurance
- Business Strategy
- Strategic Planning
- Risk Management
- Gifting Strategies
- Grandchild Gifting
- Personal Finance
- IRA Rollovers
- Building Relationships
- Business Insurance Planning
- Business Networking
- Key Person Insurance
- Sucession Planning
- Business Exit Strategy
- Buy-sell Agreements
- Finance
- Leadership
- Marketing
- Public Relations
- Public Speaking
- Team Building
- Buy Sell Agreements
- 401(k) Rollovers
- Succession Planning
- Business Insurance
- Wealth Preservation
- Planning
- Budgeting
Tracy Gran Summary
- Tracy Gran, based in Sioux Falls, SD, US, is currently a Bloom Financial Services, Financial Representative, Principal Securities Registered Representative at Principal Financial Group. Tracy Gran brings experience from previous roles at NYLIFE Securities LLC, New York Life Insurance Company, BPW and Consumer Credit Counseling Services of Lutheran Social Services. Tracy Gran holds a 1990 - 1994 Bachelor of Arts in Business Administration; Management @ Mount Marty College. With a robust skill set that includes 401k Rollovers, Retirement Planning, Customer Service, Lifetime Income Strategies, Management and more. Tracy Gran has 3 emails and 1 mobile phone numbers on RocketReach.
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